Private Equity Employment Agreement

Private Equity Employment Agreement Template for India

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Key Requirements PROMPT example:

"I need a Private Equity Employment Agreement for a new Senior Investment Director joining our Mumbai-based PE firm in March 2025, with specific provisions for carried interest, co-investment rights, and cross-border deal responsibilities between India and Southeast Asia."

Document background

The Private Equity Employment Agreement is essential for formalizing the employment relationship between private equity firms and their investment professionals in India. This document is typically used when hiring or promoting professionals within private equity firms, from analyst level to partner positions. It addresses unique aspects of PE employment such as carried interest, deal participation, co-investment rights, and strict confidentiality requirements, while ensuring compliance with Indian employment laws, securities regulations (including SEBI guidelines), and financial sector requirements. The agreement is particularly important given the sensitive nature of PE operations and the need to protect proprietary investment strategies, deal information, and investor relationships.

Suggested Sections

1. Parties: Identification of the employer (PE firm) and the employee, including their registered addresses and company details

2. Background: Context of the agreement, including the nature of the PE firm's business and the role being offered

3. Definitions: Detailed definitions of key terms used throughout the agreement, including financial and PE-specific terminology

4. Appointment and Term: Details of the position, commencement date, and term of employment

5. Duties and Responsibilities: Specific role requirements, investment responsibilities, and reporting structure

6. Compensation and Benefits: Base salary, bonus structure, carried interest arrangements, and standard benefits

7. Equity Participation: Terms of any share options, co-investment rights, or other equity-based compensation

8. Performance Metrics: KPIs, investment performance criteria, and evaluation methodology

9. Confidentiality: Obligations regarding firm, portfolio companies, and deal information

10. Intellectual Property: Ownership of work product and investment strategies developed during employment

11. Non-Competition: Restrictions on competing activities during and after employment

12. Non-Solicitation: Restrictions on soliciting employees, investors, or portfolio companies

13. Termination: Grounds for termination, notice periods, and consequences

14. Post-Termination Obligations: Continuing obligations after employment ends

15. General Provisions: Standard boilerplate clauses including governing law, notices, and amendments

Optional Sections

1. Probationary Period: Used for junior or mid-level positions where an initial evaluation period is desired

2. International Travel: Include when role requires significant international travel or overseas postings

3. Co-Investment Rights: Detailed section when offering rights to invest personally in fund or deals

4. Clawback Provisions: Include for senior positions with significant carried interest or bonus arrangements

5. Garden Leave: Include for senior positions where transition period management is critical

6. Regulatory Compliance: Additional section for roles requiring specific regulatory registrations or compliance

7. Team Management: Include for positions with significant people management responsibilities

8. Succession Planning: For senior positions requiring specific succession arrangements

Suggested Schedules

1. Schedule 1 - Compensation Structure: Detailed breakdown of all compensation components including carried interest calculations

2. Schedule 2 - Benefits Package: Comprehensive list of benefits, insurance, and perquisites

3. Schedule 3 - Share Option Scheme: Details of any equity participation or share option arrangements

4. Schedule 4 - KPIs and Performance Metrics: Detailed performance evaluation criteria and measurement methodology

5. Schedule 5 - Restricted Investments: List of restricted investments or business activities

6. Schedule 6 - Approved Outside Activities: List of pre-approved external business activities or board positions

7. Appendix A - Confidentiality Agreement: Detailed confidentiality terms and procedures

8. Appendix B - Code of Conduct: Firm's code of conduct and ethical guidelines

9. Appendix C - Compliance Manual: Relevant excerpts from the firm's compliance manual

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok��˰� | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Financial Services

Private Equity

Investment Management

Venture Capital

Asset Management

Investment Banking

Corporate Finance

Professional Services

Management Consulting

Alternative Investments

Relevant Teams

Investment

Deal Execution

Portfolio Management

Operations

Risk Management

Due Diligence

Legal & Compliance

Finance

Investor Relations

Research & Analysis

Asset Management

Executive Management

Relevant Roles

Partner

Managing Director

Principal

Vice President

Senior Associate

Associate

Analyst

Investment Manager

Portfolio Manager

Director of Operations

Chief Investment Officer

Investment Professional

Deal Team Lead

Due Diligence Specialist

Investment Analyst

Senior Investment Professional

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